2018 MASBO Institute Agenda

Back to the 2018 MASBO Institute Homepage


Monday, February 26


8:30 - 9:00am

Registration - Continental Breakfast


9:00 - 9:05am

Welcome


9:05 - 9:45am

School Business Official: Role and Relationships
Greg Vandal, Education Consultant - Vox Liberi


9:45 - 10:30am

Minnesota K-12 Education Finance System
Tom Melcher, Director of Program Finance - MN Department of Education


10:30 - 11:30am

General Education Funding
Tracey Fiereck, Administrative Servcies Manager - cmERDC


11:30am - 12:30pm

Lunch


12:30 - 1:30pm

Budgeting: Large School Perspective
Patricia Magnuson, Executive Director of Finance and Operations - Osseo Public Schools
Christopher Onyango-Robshaw, Fiscal Operations Director - Robbinsdale Area Schools


12:30 - 1:30pm

Budgeting: Small School Perspective
Jon Morstad, Director of Business Services - Orono School District
Bill Menozzi, Director of Business Services - Mahtomedi School District


1:30 - 1:45pm

Break


1:45 - 2:15pm

General Education Funding Formulas
Tracey Fiereck, Administrative Servcies Manager - cmERDC


2:15 - 2:45pm

Summer Levy
Tracey Fiereck, Administrative Servcies Manager - cmERDC


2:45 - 3:00pm

Break


3:00 - 4:00pm

Accounting/UFARS
Deb Meier, Education Finance Specialist - MN Department of Education


4:00 - 5:00pm

Food Service
Sherri Knutson, Coordinator, School Nutrition Services - Rochester Public Schools
Jackie Brown, Supervisor of Child Nutrition - Orono Public Schools


5:00 - 7:00pm

Welcome Dinner at Lucky's 13 Pub


Tuesday, February 27


8:00 - 8:15am

Continental Breakfast


8:15 - 9:30am

Audit
Aaron J. Nielsen, Partner - MMKR
Jaclyn M. Huegel, Parnter - MMKR


9:30 - 9:45am

Break


9:45 - 10:45am

Cash Management & Investing
Steve Pumper, Vice President - PMA Financial Network
Kent Johnson, Senior Vice President - PMA Financial Network


10:45 - 11:45am

MDE Website
Mary Weigel, Division of School Finance - MN Department of Education


11:45 - 12:30pm

Lunch


12:30 - 5:00pm

MDE Topics (Breaks offered throughout the afternoon)


Submission Timeline Calendars & EDRS
Beth Tomlinson, Education Finance Specialist - MN Department of Education


SERVS Financial
Michael Brooks, Education Finance Specialist - MN Department of Education


Special Pupils
Jill Bemis, Education Finance Specialist - MN Department of Education


Tuition Billing
Michelle Jones, Education Finance Specialist - MN Department of Education

 


Construction and Vehicles Purchases
Jill Bemis, Education Finance Specialist - MN Department of Education

 


Special Education Funding Formula
David Lobejko, Education Finance Specialist - MN Department of Education

 


Maintenance Of Effort (MOE)
Michael Brooks, Education Finance Specialist - MN Department of Education

 


Medical Assistance (MA) Reporting
Jill Bemis, Education Finance Specialist - MN Department of Education

 

Wednesday, February 28


8:00 - 8:15am

Continental Breakfast


8:15 - 8:25am

Introductions - Welcome to MASMS Attendees


8:25 - 9:30am

Legal Issues for School Business Officials
Kevin Rupp, Partner - Rupp, Anderson, Squires & Waldspurger, P.A.


9:30 - 9:45am

Break


9:45 - 10:45am

Community Education
Dr. Shawn Hoffman-Bram, Senior Director of Community Education - Eden Prairie School District


10:45 - 12:00pm

Planning School Facilities
Troy Miller, Architect - LHB Architects
Ann Thomas, President - SchoolFinance.com


12:00 - 12:45pm

Lunch


12:45 - 1:45pm

Long-Term Facilities Maintenance and Health & Safety
Greg Crowe, Municipal Advisor - Ehlers
Sarah Miller, Education Funding Specialist - MN Department of Education


1:45 - 2:45pm

Physical Plant Management
Kyle Fisher, Assistant Director of Facilities & Safety - Eden Prairie School District


2:45 - 3:00pm

Break


3:00 - 4:00pm

Tools For Financing Capital Projects
Kristin Hanson, Director - PFM Financial Advisors
Arcelia Detert, Senior Managing Consultant - PFM Financial Advisors


4:00 - 5:00pm

Transportation Management & Funding
Derrick Agate, Supervisor of Transportation - Hopkins Public Schools


Thursday, March 1


8:00 - 8:15am

Continental Breakfast


8:15 - 10:00am

Personnel Issues
Trevor S. Helmers, Shareholder - Rupp, Anderson, Squires & Waldspurger, P.A.


10:00 - 10:15am

Break


10:15 - 11:45am

Employee Benefits
Pierre Guifoile, Director of Market Development - National Insurance Services of WI Inc. (NIS)
Steve Smith - National Insurance Services of WI Inc. (NIS)
Adam Kuck - National Insurance Services of WI Inc. (NIS)


11:45am - 12:30pm

Lunch


12:30 - 12:45pm

Evaluation of Institute


12:45 - 2:15pm

Purchasing Management
Cindy Windsor, Purchasing and Alternative Facilities Manager - Wayzata Public Schools
Vivian Blini, Purchasing Manager - Minneapolis Public Schools District


2:15 - 2:30pm

Break


2:30 - 4:00pm

Risk Management (including Workers' Compensation)
Kerry Leider, Risk Management Consultant - Marsh & McLennan Agency LLC
Amy Diedrich, Consultant, Employee Benefits - Marsh & McLennan Agency LLC

Copyright © 2018 Minnesota Association of School Business Officials (MASBO). All rights reserved.
Legal